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Financial Services

Overview

The Financial Services Section addresses a broad array of matters of interest to banks and other financial institutions, focusing on relevant legislative and regulatory developments.

Upcoming Financial Services Events

View Events Calendar
Dec 07
Brown Bag

BBA Webinar: Foreign Tax Credit Planning Opportunities and IRS Funding Implications

12:00 pm – 1:30 pm
Register
Dec 13
Brown Bag

BBA Webinar: The Expanded Role of CFIUS in Reviewing Cross-Border Investments and Acquisitions

2:00 pm – 3:30 pm
Register
Dec 14
Brown Bag

Complying with new SEC Marketing Rule for Registered Investment Advisers

1:00 pm – 2:00 pm
Register
Dec 14
Virtual Brown Bag

BBA Webinar: The Health Connector and its Role in the Massachusetts Health Coverage Landscape

10:00 am – 11:00 am
Register

Section Leadership

Katie Cohen

Katie Cohen

Section Co-Chair Fidelity Investments
Samantha Kirby

Samantha Kirby

Section Co-Chair Goodwin Procter LLP
Stephanie Capistron

Stephanie Capistron

Investment Companies and Advisers Committee Chair/Co-Chair Dechert LLP
Liz Cho

Liz Cho

Banking Co-Chair Office of the Massachusetts Attorney General
Christine Docherty

Christine Docherty

Banking Co-Chair Nutter McClennen & Fish LLP
Michael Hacker

Michael Hacker

Securities Enforcement & Civil Litigation Co-Chair Morgan Lewis
Louisa Kiu

Louisa Kiu

Private Funds Chair/Co-Chair Sidley Austin LLP
Nick Losurdo

Nick Losurdo

Broker-Dealer Co-Chair Goodwin Procter LLP
Michelle Nunez

Michelle Nunez

Private Funds Chair/Co-Chair Foley & Lardner LLP
Nathaniel Orenstein

Nathaniel Orenstein

Securities Enforcement & Civil Litigation Committee Co-chair Berman Tabacco
David Pemstein

David Pemstein

Insurance Law Co-Chair Guest Account 4
Tracy Plants

Tracy Plants

Banking Committee Chair/Co-Chair Eastern Bank
Shourin Sen

Shourin Sen

Broker-Dealer Committee Chair/Co-Chair LPL Financial LLC
Steven Wright

Steven Wright

Insurance Law Co-Chair K&L Gates LLP
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